Enterprise Partner Program

Empowering and training elite advisors to grow, lead, and elevate their businesses through inorganic growth strategies.

Curriculum

1. Are You Ready?

Before jumping in, we’ll help you assess your firm’s readiness to grow. Our quick questionnaire looks at key areas like financials, team structure, and business processes to make sure you’re set up for success.

2. Eight-Week Growth Program

This hands-on, eight-week journey gives you the tools and insights to grow your business through strategic recruitment. You’ll dive into topics like value proposition, deal structure, and staffing structure—all while learning alongside peers and gaining insights from expert instructors and guest speakers.

3. In-Person Workshop

After completing the program, you’ll come together with fellow Sanctuary advisors for an interactive, in-person workshop. Share your recruitment pitch, learn what’s working for others, and walk away with a sharper strategy and stronger connections.

4. Executive Assessment & Certification

To wrap up the program, advisors will complete an executive assessment—delivering a live presentation that showcases their skills. You’ll present your value proposition, walk through a sample deal structure, and pitch your firm to a potential recruit. You’ll receive real-time feedback from experts, and upon passing, you’ll officially become a Sanctuary Enterprise Partner Firm.

Sanctuary’s proprietary Enterprise Partner Program empowers experienced advisors to scale their business through affiliation or acquisition with a focus on teaching core strategies for growth, helping advisors leverage their strengths, and preparing them to run an enterprise that attracts top-tier talent.

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